RCAMU
PPLI

Rothschild & Co Asset Management US’s People Inc PPLI Stock Holding History

Rothschild & Co Asset Management US’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-383,582
Closed -$4.61M – 370
2013
Q4 		$4.61M Sell
383,582
-2,391,237
-86% -$24.7M 0.1% 286
2013
Q3 		$27.1M Buy
2,774,819
+1,998,842
+258% +$18.3M 0.59% 39
2013
Q2 		$6.6M Buy
+775,977
New +$6.61M 0.15% 219

Other funds holding PPLI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Rothschild & Co Asset Management US's PPLI Position: Q1 2014 in Review

Rothschild & Co Asset Management US sold out of People Inc (PPLI) in Q1 2014, closing a stake of 383,582 shares — an estimated $4.61M sold.

Rothschild & Co Asset Management US first reported a position in PPLI in Q2 2013 and held it in 3 quarters. The position peaked at $27.1M in Q3 2013. 327 funds tracked by Wall St. Rank hold PPLI as of Q1 2014.

  • Rothschild & Co Asset Management US reported no remaining People Inc position as of Q1 2014 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 383,582 People Inc shares in Q1 2014, an estimated $4.61M.
  • Rothschild & Co Asset Management US first reported a position in People Inc in Q2 2013 and held it in 3 quarters.
  • Rothschild & Co Asset Management US's People Inc position peaked at $27.1M in Q3 2013.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q1 2014.

Based on Rothschild & Co Asset Management US's 13F filing for Q1 2014, filed 15 May 2014.